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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
+7.38%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAGN
51
Magnera Corp
MAGN
$472M
$20.4M 0.41%
1,737,788
-189,555
-10% -$2.35M
ZTS icon
52
Zoetis
ZTS
$32.4B
$19.1M 0.38%
130,828
+98,555
+305% +$14.9M
TUA icon
53
Simplify Short Term Treasury Futures Strategy ETF
TUA
$696M
$18M 0.36%
821,290
– –
GLIBK
54
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$925M
$17.7M 0.35%
+473,593
New +$16.7M
FBIN icon
55
Fortune Brands Innovations
FBIN
$5.88B
$17.5M 0.35%
328,369
-56,631
-15% -$3.19M
STIP icon
56
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$17.3M 0.35%
167,521
+1,804
+1% +$186K
UGI icon
57
UGI
UGI
$7.74B
$17.3M 0.35%
519,962
-2,420
-0.5% -$84.6K
MA icon
58
Mastercard
MA
$502B
$17M 0.34%
29,922
-614
-2% -$353K
RTX icon
59
RTX Corp
RTX
$290B
$17M 0.34%
101,562
-5,045
-5% -$783K
ECG
60
Everus Construction Group
ECG
$6.4B
$17M 0.34%
198,185
-54,000
-21% -$4.01M
ATMU icon
61
Atmus Filtration Technologies
ATMU
$4.22B
$16.9M 0.34%
375,685
+1,640
+0.4% +$68.8K
ARES icon
62
Ares Management
ARES
$28.9B
$16.5M 0.33%
103,220
+1,785
+2% +$322K
OEF icon
63
iShares S&P 100 ETF
OEF
$20.1B
$16.4M 0.33%
49,259
+1,169
+2% +$372K
GPRE icon
64
Green Plains
GPRE
$1.18B
$16.3M 0.33%
1,857,799
-2,495,614
-57% -$21.9M
WH icon
65
Wyndham Hotels & Resorts
WH
$5.56B
$16.3M 0.33%
203,857
-13,677
-6% -$1.18M
PCH
66
DELISTED
PotlatchDeltic
PCH
$16.1M 0.32%
395,417
+35,200
+10% +$1.46M
ARMK icon
67
Aramark
ARMK
$15B
$15.8M 0.32%
411,130
+51,090
+14% +$2.07M
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$109B
$15.7M 0.31%
132,525
+7,057
+6% +$812K
COST icon
69
Costco
COST
$422B
$15.7M 0.31%
16,959
-358
-2% -$343K
VIG icon
70
Vanguard Dividend Appreciation ETF
VIG
$111B
$15.4M 0.31%
71,216
+2,633
+4% +$553K
ANGI icon
71
Angi Inc
ANGI
$229M
$15.2M 0.3%
932,086
+199,791
+27% +$3.43M
HHH icon
72
Howard Hughes
HHH
$3.81B
$15M 0.3%
182,343
+55,320
+44% +$4.1M
PCAR icon
73
PACCAR
PCAR
$69.8B
$14.8M 0.3%
151,021
+45,820
+44% +$4.52M
IJH icon
74
iShares Core S&P Mid-Cap ETF
IJH
$122B
$14.4M 0.29%
221,362
+7,823
+4% +$503K
RYN icon
75
Rayonier
RYN
$6.55B
$14.3M 0.29%
564,999
+69,664
+14% +$1.67M
1 2
3
4 5

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.